A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 2,593 shares of DUK stock, worth $324,591. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,593
Previous 3,015 14.0%
Holding current value
$324,591
Previous $356 Million 9.78%
% of portfolio
0.09%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025

SELL
$116.31 - $125.93 $49,082 - $53,142
-422 Reduced 14.0%
2,593 $321 Million
Q2 2025

Aug 05, 2025

BUY
$112.46 - $124.05 $337 - $372
3 Added 0.1%
3,015 $356 Million
Q1 2025

May 08, 2025

BUY
$105.87 - $121.97 $10,904 - $12,562
103 Added 3.54%
3,012 $367 Million
Q4 2024

Feb 12, 2025

BUY
$105.76 - $120.76 $307,655 - $351,290
2,909 New
2,909 $313 Million

Others Institutions Holding DUK

About Duke Energy CORP


  • Ticker DUK
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 769,969,024
  • Market Cap $96.4B
  • Description
  • Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. It operates through three segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure segment generates, transmits, distributes, and sells electri...
More about DUK
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